Schwab Network

A.I. hopes shined bright in a pair of upgrades to start Thursday's session. H.C. Wainwright upgraded CoreWeave (CRWV) to buy from hold and has a price target that's nearly double the stock's current price, while Morgan Stanley upgraded HP Enterprise (HPE). One of the steepest down arrows came from Coty Inc. (COTY), hitting 4-year lows when investors saw blemishes in the beauty brand's earnings. Diane King Hall breaks down all the key points investors need to know from the morning's biggest movers.

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All sectors in the SPX started Thursday's trading session in red after Walmart's (WMT) earnings created some concerns in the market. He also turns to volatility and how investors are beginning to show signs of mid-term fear. On tech, Kevin turns to technicals showing the industry's fall and potential rebound as it nears a key resistance level.

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Charles Schwab's Liz Ann Sonders says the "wattage turned up" on retailers and tariffs. She notes Thursday's Walmart's (WMT) earnings and Home Depot's (HD) report earlier in the week to explain the divergence on tariff impact and the added focus investors are placing on the industry. On A.I., Liz Ann adds that we're still early on in the tech's development. She says the focus will lean more into capex spending and how companies use A.I.

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Walmart (WMT) was under pressure after its earnings Thursday when it showed a rare earnings miss. However, as Jenny Horne notes, the company raised its full-year outlook. She talks about Walmart's extensive report and the signal it issues for the retail space and markets as a whole. On the A.I. front, Jenny explains Meta Platforms' (META) hiring freeze after it shelled out millions of dollars to pull top talent onto its team.

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The European Union is inching toward a trade deal with the United States with a 15% price tag on tariffs. Kevin Hincks talks about the bright spot it offers in the one of the most intensive ongoing discussions. Meanwhile, China is pinning pressure on Nvidia (NVDA) on reports that it is restricting sales of its H20 A.I. chip. Kevin later turns to Jackson Hole as the symposium starts to get underway. He talks about why investors are getting "jittery" around the meeting and the FOMC's interest rate cycle.

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Palantir (PLTR) is at a potential "tipping point" on the charts, says Rick Ducat. Shares of PLTR have dipped for 6 straight sessions, to which Wedbush analyst Dan Ives has stated it remains one of his favorite tech names to own. Rick points to recent areas of support as shares slide lower. Later, Tom White composes a neutral to bullish example options trade for PLTR.

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Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6D

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Nic Puckrin hops on Morning Movers to walk through the "many factors" driving Bitcoin (/BTC) price action. He says uncertainty on the macro side ahead of Jerome Powell's speech in Jackson Hole have weighed on crypto investors. In terms of Ethereum (/ETH), Nic says treasury companies looking to add the crypto asset - taking a cue from Strategy's (MSTR) Bitcoin treasury framework - have been helping drive up the price.

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Matt Tuttle says we're in a thematic market, pointing to A.I. and agentic A.I. as the leading area for tech stocks. For Workday (WDAY), he believes the company needs a "Nvidia 2023 type of announcement" that could catalyze investor interest. Matt discusses the significance of agentic A.I. to the company's outlook. In terms of the cloud space, he likes Microsoft (MSFT) and Oracle (ORCL) over Workday.

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"Let the price action dictate where we go from here," says Kevin Green. With this week's selling pressures in tech stocks ahead of Friday's Jackson Hole speech from Fed Chair Jerome Powell, KG examines the S&P 500 (SPX) performance and current technical levels to keep an eye on. On a sector basis, he's keeping an eye on financials and specifically consolidation patterns forming in Berkshire Hathaway (BRK/B) shares. Later, KG discusses the trade details being unveiled by U.S. and E.U. deals. Then, he looks at Walmart (WMT) as shares look for direction after a mixed earnings report.

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Nvidia (NVDA) shares have fallen this week, but one analyst has hiked its price target on the chipmaker ahead of next week's earnings. UBS lifted its target to $205 from $175 while reiterating a buy rating on shares. Kevin Horner examines the recent technical range in Nvidia's stock, highlighting levels at $168 and $184 as areas of support and resistance respectively. Zooming out to a 2-year chart, he sees conditions that could indicate more volatility ahead.

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